FW
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Fairway Wealth’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Fairway Wealth’s Portfolio SPGM Stock Details SPGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-582
Closed -$44.7K – 254
2025
Q4 		$44.7K Sell
582
-242
-29% -$18.4K 0.01% 100
2025
Q3 		$61.7K Buy
+824
New +$59.1K 0.02% 88

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fairway Wealth's SPGM Position: Q1 2026 in Review

Fairway Wealth sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2026, closing a stake of 582 shares — an estimated $44.7K sold.

Fairway Wealth first reported a position in SPGM in Q3 2025 and held it in 2 quarters. The position peaked at $61.7K in Q3 2025. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

  • Fairway Wealth reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Fairway Wealth sold 582 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2026, an estimated $44.7K.
  • Fairway Wealth first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2025 and held it in 2 quarters.
  • Fairway Wealth's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $61.7K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2026.

Based on Fairway Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.